2023 Form 5500 filing — The New York Community Trust Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920145533NAL0007985377001) for The New York Community Trust Retirement Plan, reported by Community Funds Inc. under EIN 13-6089923 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920145533NAL0007985377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Funds Inc.
- EIN
- 13-6089923
- Plan number
- 001
- Location
- New York, NY
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,135,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,135,308
- Employer contributions
- $1,372,000
- Total income / additions
- $10,664,496
- Benefits paid
- $1,797,147
- Administrative expenses
- $232,993
- Total expenses
- $2,030,140
- Net increase / (decrease)
- $8,634,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John W. Bristol & Co. Inc. | NONE | $99,912 | not reported in the loaded dataset |
| Mg Trust Company Dba Matrix Trust | NONE | $59,030 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $38,646 | not reported in the loaded dataset |
| Pkf O'Connor Davies | NONE | $14,750 | not reported in the loaded dataset |